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Disclosery

WT Wealth Management: CMDY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WT Wealth Management on CMDY, newest first. How the timeline and the estimate are built.

WT Wealth Management held 0 CMDY shares at 2025-06-30 per its 13F-HR filed 2025-09-10.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -9,108 shares

    13F-HR 0001780507-25-000011 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 9,108 shares
    Change vs previous 13F +725 shares

    0.15% of the 13F portfolio, value $472,614.

    13F-HR 0001780507-25-000008 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 8,383 shares
    Change vs previous 13F +37 shares

    0.13% of the 13F portfolio, value $398,830.

    13F-HR 0001780507-25-000003 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 8,346 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $410,373.

    13F-HR 0001780507-24-000005 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).